PISIX vs. PFORX
Compare and contrast key facts about PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PISIX is managed by PIMCO. It was launched on Oct 31, 2003. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PISIX vs. PFORX - Performance Comparison
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PISIX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | -0.85% | 17.68% | 14.87% | 21.70% | -8.86% | 18.37% | 4.29% | 26.40% | -10.00% | 18.81% |
PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) | -2.23% | 4.33% | 5.70% | 9.52% | -10.33% | -1.67% | 6.17% | 7.64% | 2.64% | 3.52% |
Returns By Period
In the year-to-date period, PISIX achieves a -0.85% return, which is significantly higher than PFORX's -2.23% return. Over the past 10 years, PISIX has outperformed PFORX with an annualized return of 11.51%, while PFORX has yielded a comparatively lower 2.77% annualized return.
PISIX
- 1D
- 0.22%
- 1M
- -9.44%
- YTD
- -0.85%
- 6M
- -0.21%
- 1Y
- 12.13%
- 3Y*
- 14.32%
- 5Y*
- 10.34%
- 10Y*
- 11.51%
PFORX
- 1D
- 0.31%
- 1M
- -3.69%
- YTD
- -2.23%
- 6M
- -1.20%
- 1Y
- 1.73%
- 3Y*
- 4.71%
- 5Y*
- 1.08%
- 10Y*
- 2.77%
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PISIX vs. PFORX - Expense Ratio Comparison
PISIX has a 0.76% expense ratio, which is higher than PFORX's 0.50% expense ratio.
Return for Risk
PISIX vs. PFORX — Risk / Return Rank
PISIX
PFORX
PISIX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PISIX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.64 | -0.01 |
Sortino ratioReturn per unit of downside risk | 0.85 | 0.89 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.12 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 0.61 | +0.03 |
Martin ratioReturn relative to average drawdown | 2.55 | 2.82 | -0.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PISIX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.64 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.31 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.90 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 1.25 | -0.72 |
Correlation
The correlation between PISIX and PFORX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PISIX vs. PFORX - Dividend Comparison
PISIX's dividend yield for the trailing twelve months is around 5.19%, more than PFORX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | 5.19% | 5.14% | 11.81% | 10.04% | 10.11% | 7.31% | 1.42% | 11.47% | 7.99% | 7.36% | 1.02% | 8.16% |
PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) | 3.88% | 4.23% | 4.91% | 3.02% | 3.65% | 1.55% | 2.46% | 6.86% | 2.90% | 1.46% | 1.38% | 9.12% |
Drawdowns
PISIX vs. PFORX - Drawdown Comparison
The maximum PISIX drawdown since its inception was -57.47%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PISIX and PFORX.
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Drawdown Indicators
| PISIX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.47% | -13.87% | -43.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.81% | -3.99% | -8.82% |
Max Drawdown (5Y)Largest decline over 5 years | -18.93% | -13.71% | -5.22% |
Max Drawdown (10Y)Largest decline over 10 years | -35.44% | -13.87% | -21.57% |
Current DrawdownCurrent decline from peak | -9.44% | -3.69% | -5.75% |
Average DrawdownAverage peak-to-trough decline | -7.23% | -1.95% | -5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 0.87% | +2.67% |
Volatility
PISIX vs. PFORX - Volatility Comparison
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) has a higher volatility of 6.58% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.93%. This indicates that PISIX's price experiences larger fluctuations and is considered to be riskier than PFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PISIX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 1.93% | +4.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.37% | 2.53% | +8.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 3.38% | +13.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.92% | 3.46% | +10.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.55% | 3.08% | +11.47% |